Agenda XI Insurance Forum

Joint part for the Banking Forum and Insurance Forum

 

9:00 – 9:30 Registration and morning coffee

9:30 – 9:45 The opening ceremony of the Conference

  • Mariusz Grendowicz,Chairman of the Banking Forum Advisory Board
  • Artur Olech,Chairman of the Insurance Forum Advisory Board / CEO hiPRO

9:45 – 10:00 Guest of honor speech

  • Dr Korbinian Ibel,Managing Director – Microprudential Supervision, European Central Bank

10:00 – 11:15 Thematic block:

Triangle of banks – insurers – fintechs. Competing yesterday, cooperating today, tomorrow…?

  • GAFA (Google, Amazon, Facebook, and Apple) giving tone in financial services, making dedicated digital
    platforms for them, creating a better experience and higher values for the client than for the banks,
    insurers and fintechs. Can traditional banks and insurers provide worse solutions than fintechs?
  • testing new methods of sharing client information; system migrations to the cloud; implementing
    oriented architecture for services (ensuring compatibility with various systems); connecting customer
    support systems and interfaces with common sources of information as well as applications – what’s
    next?
  • Tendency to further develop payment options and their greater diversity and looking for ways to ensure
    resistance for the infrastructure, which has to process them
  • The potential of Blockchain technology as a financial middleman – use cases, more and less obvious
    chances and threats
  • The question of understanding needs in the area of evolution of regulatory and legal provisions, so that
    they can keep up with innovations
  • What did Polish financial institutions do, so that they could activate Polish start-ups? A summer and
    activating activities for the future

11:15 – 12:15 Thematic block:

Hundred years of independence – so what’s next?

  • an economic history lesson of the last century. The role of visionaries and a lesson of economic crises,
    including the most recent global crisis – what experiences from the past should we remember for the
    future?
  • Poland’s place in Europe (inc. Euro) and the main European challenges (the source of a potential crisis
    and the possibility to counteract it, competitive advantages and the source of success)
  • the most important challenges for Poland. Poland’s financial sector in a 10 year perspective (how to
    gain success and limit the risk of failure)
  • Cooperation between banks and insurers with e-administration and its perspectives. The role of
    accelerators of business. What should digital solutions look like, so that it won’t end on ideas, but
    commercialize and promote changes?
  • Joao Bras Jorge, President of the Management Board, Bank Millennium
  • Jacek Bartkiewicz, Member of the Management Board, National Bank of Poland
  • Michał Chyczewski, President of the Management Board, Alior Bank
  • Leszek Skiba, Under-Secretary of State, Chief Spokesman for Public Finance Discipline, Ministry of Finances
  • Józef Wancer, Chairman of the Supervisory Board, Bank BGŻ BNP Paribas
  • Roman Szwed, President of the Management Board, Atende

12:15 – 13:15 Networking break

12:15 – 13:15 Thematic block

Bancassurance market –will it be reborn

  • How to expand the bancassurance segment?
  • How to expand cooperation between banks and insurers?
  • The most valuable products on the bancassurance market?
  • Diversification or concentrating on a chosen area of the bancassurance market?
  • Development of the bancassurance market and the impact of regulation – IDD Directive
  • Bancassurance on the debt insurance market
  • Who is a client for bancassurance? Perspectives in new fields
  • Michał Gomowski, President of the Management Board, Benefia Ubezpieczenia
  • Marcin Pawlak, Vice-President of Employers of the Republic of Poland
  • Jan Zimowicz, Member of the Management Board, Aegon TUnŻ

14:15 – 15:15 Thematic block

Deregulation in the age of regulation – time to start? Impact of deregulation on competitiveness

  • How can new solutions affect the distribution network, the method and process of offering insurance?
  • Is a new „war on processes” waiting for us, who’s easier, simpler and faster for both agent and client?
  • IDD and GDPR – will the implementation of these Regulations have an impact on specific distribution
    channels?
  • What about agent responsibility?
  • The necessity to make changes and market professionalization thanks to legislative changes
  • New regulation as an impulse for the digitization of the industry and the potential for sales growth in
    online channels, new forms of police distribution
  • What is the value of new regulations for the client?
  • Global and European requirements and Polish realities
  • Value subtracted due to excessive regulation
  • Rafał Hiszpański, President of the Management Board, D.A.S. Towarzystwo Ubezpieczeń Ochrony Prawnej S.A
  • Anna Włodarczyk-Moczkowska, President of the Management Board, Gothaer
  • Maciej Rapkiewicz, Member of the Management Board, PZU SA i PZU Życie SA

15:15 – 16:15 Lunch

9:15 – 9:45 Registration and morning coffee

9:45 – 11:30 Thematic block:

What should the new system for pensions and long-term savings in Poland look like?

  • Insurance, personal risk management and the situation on the work market
  • Saving for retirement as a key social
  • What does the reform depend on?
  • What are the differences between PPK and PPE?
  • What problems does PPK solve?
  • What are the benefits and incentives for deposition in PPK?
  • What are the components of a modern pension system?
  • What are the mechanisms of its functioning?
  • The pro-activity of insurers in the shaping of retirement politics
  • The role of insurers on the market of long-term savings products (in the context of regulatory pressure
    / tax incentives / equal opportunities in this dimension with the banking sector and investment fund of
    companies)
  • Grzegorz Chłopek, President of the Management Board, Nationale-Nederlanden PTE
  • Paweł Jaroszek, Member of the Management Board, ZUS
  • Katarzyna Przewalska, Zastępca Dyrektora Departamentu Rozwoju Rynku Finansowego, Minister Finansów
  • Małgorzata Rusewicz, Prezes, Izba Gospodarcza Towarzystw Emerytalnych
  • Robert Zapotoczny, Project Manager, PPK PFR TFI

11:30 – 12:30 Thematic block:

The practical aspects of cooperation between Insurers and Start-Ups

  • At the beginning, presentations of two real examples of cooperation already in place or joint pilot
    projects between the Insurer and Start-up (e.g. In agricultural insurance)
  • Discussion with the participation of start-ups and representatives of Insurers on the topics of:
    • What interests Insurers and what interests Start-ups
    • What are the reasons for starting cooperation on one and the other side
    • Observed barriers in connection with cooperation
    • How to eliminate these barriers and find common benefits
    • Is it always worth being an innovator by force, or is it sometimes not worth copying something,
      which is cheaper and checked?
    • Bank’s point of view
    • jWhat mistakes are made by start-ups in reaching insurers?

12:30 – 13:00 Networking break

13:00 – 14:00 Thematic block:

Modern client on the insurance market. What prevails – greater awareness of the offer and rights
for the customers due to technologies, or common distrust due to spamming with, often
unsuccessful, offers?

  • How is the perception of insurance changed by clients? What are the prospects for these changes?
  • How is the client market dynamically developing?
  • The principle of grapevine as the most effective channel of advertising
  • Change in the attitude of Poles to different types of products – people are more likely to buy insurance,
    and not as many pensions – what is it caused by?
  • Expectations of younger clients – who are they, what are their needs and buying motivation and if, and
    how, financial institutions should adapt to their needs and requirements?
  • Ways of reaching a non-traditional client, i.e. what are the challenges facing financial institutions in
    arriving and communicating? Offers tailored to clients, communication through social media, analysis of
    customer behavior
  • Prospects for using banking data thanks to PSD2 – will it affect the actuarial models and personalization
    of the product offer for the insurance company’s client?

14:00 – 15:00 Thematic block:

A view of the most important technology topics:

  • Virtual assistants
  • Language processing technologies
  • Language recognition and processing technologies
  • Monitoring buildings and apartments with IoT
  • Personalization of insurance offers on the grounds of individual scoring (e.g. by using information from
    the client’s bank – PSD2)
  • Platforms as the strongest trend in the economy (e.g. AXA, Alibaba and Ant Financial Services
    announced cooperation in the field of distribution of AXA products in the Alibaba ecosystem
  • Automatization / robotization and their influence on work in insurance – good methods, what solutions
    are being implemented by insurers in Poland and around the world, the influence of these solutions on
    business models
  • Why are Polish banks more innovative than insurers?
  • Will the synergy of major technology trends like Big Data, Blockchain, Cloud computing, Artificial
    Intelligence, IoT be possible in the near future?
  • Perspectives of development for telematics in the financial sector in the upcoming years
  • Client security and security of the insurance firms in a digitalized world
  • Rafał Mosionek, Vice-President of the Management Board, Compensa TU S.A. Vienna Insurance Group
  • Ryszard Dyszkiewicz, Head-Group Information Technology & Back Office, VIENNA INSURANCE GROUP AG
  • Rafał Stankiewicz, Vice-President of the Management Board, Warta

15:00 – 16:00 Lunch

* The Organizer reserves the right to change the program

* The Organizer reserves the right to change the program

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